West Coast Financial LLC Portfolio Holdings
West Coast Financial LLC
- $909 Million
- Q3 2024
West Coast Financial LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $909 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $144M, Ishares Core S&P 500 ETF with a value of $64.4M, Schwab Short Term Us Treasury with a value of $45.9M, Apple Inc. with a value of $37.6M, and Schwab Intermediate Term Us Tr with a value of $34.3M.
Examining the 13F form we can see an increase of $65M in the current position value, from $844M to 909M.
Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$909 Million
ETFs: $364 Million
Technology: $127 Million
Financial Services: $96.6 Million
Healthcare: $85.4 Million
Industrials: $76.8 Million
Consumer Defensive: $57.7 Million
Consumer Cyclical: $39.7 Million
Communication Services: $35 Million
Other: $27.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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